SAW

Signal Advisors Wealth Portfolio holdings

AUM $1.1B
1-Year Est. Return 13.1%
This Quarter Est. Return
1 Year Est. Return
+13.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$9.76M
3
+$9.7M
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$9.13M
5
DIVB icon
iShares Core Dividend ETF
DIVB
+$8.95M

Top Sells

1
+$5.43M
2
+$3.78M
3
+$3.47M
4
IAU icon
iShares Gold Trust
IAU
+$3.34M
5
FAPR icon
FT Vest US Equity Buffer ETF April
FAPR
+$2.87M

Sector Composition

1 Technology 5.94%
2 Financials 3.29%
3 Consumer Discretionary 2.97%
4 Healthcare 2.91%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.14M 0.11%
14,137
+373
177
$1.14M 0.11%
2,162
+50
178
$1.12M 0.11%
16,123
+249
179
$1.11M 0.11%
3,038
+7
180
$1.08M 0.11%
46,797
-7,033
181
$1.08M 0.11%
3,383
+974
182
$1.07M 0.1%
37,458
-46,281
183
$1.05M 0.1%
1,936
+156
184
$1.03M 0.1%
3,585
+806
185
$1.03M 0.1%
53,574
+17,505
186
$1M 0.1%
99,906
+2,195
187
$986K 0.1%
12,773
+89
188
$984K 0.1%
8,413
+62
189
$971K 0.09%
17,094
+282
190
$953K 0.09%
1,739
+347
191
$942K 0.09%
10,956
-9,364
192
$939K 0.09%
+29,149
193
$928K 0.09%
+43,891
194
$923K 0.09%
93,329
-7,093
195
$901K 0.09%
2,455
+41
196
$899K 0.09%
4,634
-962
197
$899K 0.09%
44,786
+22
198
$898K 0.09%
4,893
199
$896K 0.09%
5,734
-1,737
200
$894K 0.09%
2,925
+378
6 7
8
9 10